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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,441 | $81,643-3.9% | $70,462+11.3% | $158,950-50.7% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 25.32% | 208.51%-183.2pp | 109.08%-83.8pp | 302.91%-277.6pp |
| Employer contribution / active EE | $817 | $3,218-74.6% | $2,737-70.2% | $4,762-82.9% |
| Participant deferral / active EE | $3,517 | $4,555-22.8% | $3,710-5.2% | $5,983-41.2% |
| Admin fee / account holder | $1,017 | $6,194-83.6% | $3,845-73.6% | $11,248-91.0% |